Client Intake Form Template
Client profiling template for salon onboarding. This full template is visible on the page so you can use it immediately and adapt it to your business workflows.
Template content
- Customer name and phone
- Preferred services
- Allergy and sensitivity notes
- Language preference
- Preferred staff member
- Consent and communication opt-in
How to use this template
- Copy template: Copy this template content into your docs or operating sheet.
- Customize fields: Adjust wording and rules based on your service policy and pricing.
- Assign owner: Assign one team owner to enforce this template workflow daily.
- Train staff: Train staff with examples so execution is consistent.
- Review weekly: Track usage and outcomes weekly, then refine wording and process.
Download intake form
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